Transaction Analyst

Join a Fortune 500 environment where data, billing accuracy, and operational excellence drive real impact. Step into a high-visibility role supporting large-scale customer and transaction systems across multiple market segments. Work in a fast-paced setting where process improvement and innovation are part of everyday success. Primary Services is excited to announce the role of Transaction Analyst for a large enterprise client. This role is for a highly analytical professional in a high-volume Retail Billing Operations team, responsible for ensuring accuracy, timeliness, and quality of customer order transactions, account maintenance, and monthly billing cycles. The role supports cross-functional collaboration across IT, Marketing, Customer Care, Operations, and external partners to enhance customer satisfaction and operational efficiency. Responsibilities: • Subject matter expertise development across billing, transaction management, and operational systems. • Analytical and technical support delivery to Customer Care, Sales, Billing Operations, and Marketing stakeholders. • Monitoring and correction of incoming billing and transactional errors across multiple systems. • Identification of data trends, anomalies, and root causes to improve accuracy and performance. • Collaboration with external vendors to ensure timely processing and issue resolution. • Development and maintenance of process documentation, controls, and operational procedures. • Creation and execution of User Acceptance Testing scripts for system enhancements and product launches. • Development of training materials and enablement programs for operational processes and tools. • Delivery of operational metrics reporting and status updates to key stakeholders. • Support for process improvement, automation initiatives, and system optimization efforts. • Business requirements gathering for new capabilities in partnership with IT and Product Owners. • Promotion of AI tools and digital solutions to improve workflow efficiency and analytical capability. Qualifications: • 2–5 years of professional experience in operations, IT, consulting, or project management roles. • Bachelor’s degree from an accredited institution preferred or equivalent relevant experience. • Working knowledge of competitive retail energy markets preferred. • Experience with SAP CCS/CRM systems, particularly billing or transactional modules. • Proficiency in SQL, Oracle, or similar database query tools. • Strong command of Microsoft Office Suite, including Excel, PowerPoint, Visio, and Power BI. • Ability to analyze large datasets to identify trends, errors, and operational insights. • Experience developing business requirements and supporting UAT processes. • Familiarity with process documentation, workflow analysis, and operational controls. • Strong understanding of data-driven decision-making within billing or transaction environments.